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Research Report

Research Report
June 24, 2019

Industrial Inventories Flashing Warning Signs?

By: Scott Davis  Credit drives all cycles, but inventories drive much of the cycle volatility.…
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Research Report
June 20, 2019

ETN: The Investment Case From Here

By: Scott Davis ETN is a stock we’ve been recommending since our October 2017 launch,…
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Research Report
June 17, 2019

Melius Macro Views: Inventories May be Too High

By: Scott Davis Folks, in the link below please find our latest Melius Macro Views…
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Research Report
May 10, 2019

The Problem With 3M

By: Scott Davis The late and great Brian Jellison, who put up Buffett-like returns while…
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Research Report
May 2, 2019

TRMB 1Q19: More Software and Recurring

By: Scott Davis Trimble has had a couple of choppy quarters on organic growth. This 1Q…
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Research Report
April 16, 2019

The “Smartest Man” Nibbling on GE After Two-Year Hiatus

By: Scott Davis We recently spoke to a person who many industrial analysts would consider…
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Research Report
March 7, 2019

The Cannabis Race & Private Funding: Implications When US Legalization Comes

By: Rob Wertheimer  Our thesis on cannabis is that a race is on. Canada’s early…
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Research Report
March 4, 2019

Cannabis Launch: So High Already

By: Rob Wertheimer  We are launching coverage of the cannabis space, highlighting its growth, potential…
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